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    Your AI Bookkeeper That Never Sleeps or Rests.

    Stop wasting hours chasing invoices, receipts, and credit memos from clients, employees, and inboxes. Let us monitor your email and sync it all to your accounting software for you.

    What DocStreamAI Does.

    Turn document collection into a hands-off process with automatic inbox monitoring, AI-powered data extraction, and direct synchronization with your accounting software.

    See All Features

    Bookkeeping That Works While You Sleep.

    Manage all your clients

    Scale with the same team

    Every transaction, backed by a receipt.

    DocStreamAI watches your bank and your books for transactions that have no supporting document, then chases the paperwork down for you so nothing closes with a receipt missing.

    • 1

      Detect the gaps

      Connect your bank alongside QuickBooks or Xero. DocStreamAI flags every posted transaction that has no receipt or bill behind it.

    • 2

      Chase the paperwork

      Customizable follow-up emails collect the missing documents for you. Tailor which transactions go to whom, and set the reminder cadence.

    • 3

      Close it out

      Submit the expense or bill, attribute a transaction already in your books, or mark it handled, right from the feed.

    Bank feed
    2 missing docs
    AW

    Amazon Web Services

    Jul 2

    $842.00
    Needs receipt
    DL

    Delta Air Lines

    Jul 1

    $528.40
    Reminder sent
    ST

    Staples

    Jun 29

    $63.20
    Documented
    SH

    Shell Fuel

    Jun 28

    $74.10
    Documented

    Reminder sent

    to your team

    2 transactions still need a receipt

    See what your time is worth.

    DocStreamAI removes about 80% of the manual time spent processing documents end-to-end. Adjust the inputs below to see your yearly return.

    Net yearly savings
    $5,400
    / year
    Manual time cost − (plan + residual time)
    144 hrs reclaimed / yr$450 / month3.0× ROI on cost

    Monthly cost vs. document volume

    Your planGrowth
    $29.99/mo · up to 250 docs

    The blue line is your plan; the shaded zone above it is what you keep. Vertical guides mark each plan's capacity.

    0100200300400500600700Documents / month$0$550$1.1k$1.65k$2.2kStarterGrowthPro
    DocStreamAI planPlan + residual timeManual time cost

    The Hidden Costs

    On average, every document quietly eats 2.5 minutes. Here's where it actually goes:

    Bill creation
    1:45min:sec

    Using QuickBooks' AI extraction and categorizing each bill — even with their AI, the workflow still takes this long.

    Travel time
    0:45min:sec

    Reading the email, downloading the attachment, logging into your accounting software.

    70% bill creation30% travel

    Estimates assume 1 document ≈ 1.5 pages and a manual baseline timed end-to-end (Gmail inbox → bill posted in QuickBooks). Tier limits and pricing reflect current DocStreamAI plans.

    How It Works.

    From inbox to accounting software in four simple steps

    See it with QuickBooksSee it with Xero
    1

    Connect Your Inbox

    Link your team's Gmail accounts and let DocStreamAI watch for financial documents in real time.

    • One-click Gmail connection with secure OAuth
    • Automatic detection of invoices, receipts, and credit memos
    • Processed emails labeled directly in each team member's inbox
    • Organization-wide capture across all connected accounts
    Connect Your Inbox
    2

    Classify and Extract

    Every document is identified, categorized, and read — financial data is extracted without manual entry.

    • AI classification separates financial documents from general email
    • Vendor, line items, totals, taxes, and dates extracted automatically
    • Multi-page and multi-attachment emails resolved intelligently
    • Expense categories assigned using your existing accounting setup
    Classify and Extract
    3

    Review and Approve

    Configure per-vendor rules so trusted senders flow through automatically while others stay in review.

    • Dashboard review with inline field editing before submission
    • Route documents to an approver before they post to your books
    • Approvers get a scheduled digest of everything awaiting sign-off
    • Per-vendor auto-submit toggles for trusted senders
    • Receipt-to-transaction matching with confidence scoring
    • Duplicate detection flags conflicts before they reach your books
    Review and Approve
    4

    Sync to Accounting Software

    Bills and receipt attachments are synced to QuickBooks or Xero — your books stay current.

    • Bills created directly in QuickBooks and Xero
    • Receipts attached to matched transactions automatically
    • Vendor, category, and currency data kept in sync
    • External reconciliation detection prevents stale dashboard state
    Sync to Accounting Software

    Robust Invoice Handling.

    From standard bills to complex commercial documents, DocStreamAI reliably extracts structured data across every invoice format.

    Standard Invoice

    Standard Invoice

    Typical vendor invoices with line items, totals, and payment terms — parsed accurately every time.

    Line ItemsTaxesPayment Terms

    Secure Encrypted Data.

    Your financial documents deserve the highest level of protection.

    AES-256 Encryption at Rest

    All documents, extracted financial data, and associated emails are encrypted prior to storage.

    OAuth2 Secured Integrations

    Gmail, QuickBooks, and Xero connections use permission-scoped OAuth2 authorization.

    Encrypted Data in Transit

    All data is encrypted via TLS/HTTPS and transmitted securely with end-to-end encryption across every service.

    Secure encrypted data illustration

    Transparent, Usage-Based Pricing.

    Pay for what you use. Every plan includes generous monthly limits with flexible overages.

    Starter

    $14.99/month

    For individuals getting started with automated document processing.

    Documents150 pages
    Emails1,500 emails
    • Up to 3 Members
    • Email Monitoring Every 60 Minutes
    • Automatic Email Category Labeling
    • Invoice, Receipt & Credit Memo Extraction
    • Missing Receipt Detection
    • Duplicate Invoice Detection
    • QuickBooks & Xero Integrations
    • $0.01 per additional email
    • $0.10 per additional page
    Most Popular

    Growth

    $29.99/month

    For growing teams that need stronger controls and deeper automation.

    Documents375 pages
    Emails5,000 emails
    • Everything in Starter
    • Up to 5 Members
    • Role-Based Access Control
    • Email Monitoring Every 30 Minutes
    • Individual Email Privacy Controls
    • $0.008 per additional email
    • $0.08 per additional page

    Pro

    $59.99/month

    For teams that need higher processing volume and granular visibility.

    Documents750 pages
    Emails10,000 emails
    • Everything in Growth
    • Up to 8 Members
    • Higher Processing Limits
    • $0.006 per additional email
    • $0.06 per additional page

    Business

    $139.99/month

    For operations teams requiring advanced integrations and cross-team visibility.

    Documents1,500 pages
    Emails25,000 emails
    • Everything in Pro
    • Up to 16 Members
    • Email Monitoring Every 15 Minutes
    • Priority Support & Guided Onboarding
    • $0.005 per additional email
    • $0.05 per additional page

    See DocStreamAI in Action.

    Watch how DocStreamAI turns a cluttered inbox into clean, structured financial data in minutes.

    What is DocStreamAI?

    What is DocStreamAI?

    Accounting Firms Using DocStreamAI

    Accounting Firms Using DocStreamAI
    See more videos

    Focus on growing your business,
    not data entry.

    Start your free trial today. No credit card required. Set up your account in under five minutes.